Pathward Financial, Inc.

Steward Partners Investment Advisory, LLC CASH

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/12/2026

Shares

3,030

Value ($000)

215

Weight

0.0%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/12/2026	215	0.0%	3,030	12/31/2025
2025 Q3	11/12/2025	206	0.0%	2,780	9/30/2025
2025 Q2	8/12/2025	285	0.0%	3,600	6/30/2025
2025 Q1	5/13/2025	266	0.0%	3,644	3/31/2025
2024 Q4	2/6/2025	268	0.0%	3,644	12/31/2024
2024 Q3	11/14/2024	334	0.0%	5,065	9/30/2024
2024 Q2	8/8/2024	263	0.0%	4,643	6/30/2024
2024 Q1	5/15/2024	234	0.0%	4,643	3/31/2024
2023 Q4	2/12/2024	256	0.0%	4,843	12/31/2023
2023 Q3	11/13/2023	203	0.0%	4,402	9/30/2023
2023 Q2	8/14/2023	250	0.0%	5,402	6/30/2023
2023 Q1	5/15/2023	224	0.0%	5,402	3/31/2023
2022 Q4	2/15/2023	233	0.0%	5,402	12/31/2022
2022 Q3	11/10/2022	178	0.0%	5,402	9/30/2022
2022 Q2	8/4/2022	229	0.0%	5,923	6/30/2022
2022 Q1	5/2/2022	325	0.0%	5,923	3/31/2022
2021 Q4	2/8/2022	363	0.0%	6,082	12/31/2021
2021 Q3	11/12/2021	318	0.0%	6,061	9/30/2021
2021 Q2	8/13/2021	351	0.0%	6,940	6/30/2021
2021 Q1	5/14/2021	452	0.0%	9,975	3/31/2021
2020 Q4	2/11/2021	289	0.0%	7,900	12/31/2020
2020 Q3	10/30/2020	135	0.0%	7,000	9/30/2020
2020 Q2	8/6/2020	127	0.0%	7,000	6/30/2020
2020 Q1	4/29/2020	152	0.0%	7,000	3/31/2020
2019 Q4	1/17/2020	231	0.0%	6,338	12/31/2019